Setup Guide

Get up and running with Association Mirror in minutes. Follow this step-by-step guide to configure your HubSpot workflows.

1

Create Account & Subscribe

1. Sign Up

Create your Association Mirror account with your email and basic information.

2. Choose Plan

Select the subscription plan that fits your needs. All plans include a 14-day free trial.

Most users start with the Professional plan for full feature access.

2

Connect Your HubSpot Portal

Connect Portal

From your dashboard, click "Add Portal" to connect your HubSpot account via OAuth.

Required Permissions

The app will request these scopes:

  • CRM Objects (Read/Write)
  • Workflow Actions
  • Custom Objects

Make sure you have admin access in your HubSpot portal to authorize the app.

HubSpot OAuth Connection

3

Create Your First Workflow

Follow these steps in HubSpot:

1

Go to Workflows

Navigate to Automation → Workflows in your HubSpot portal

2

Create New Workflow

Click "Create workflow" and choose your object type (Contact, Company, Deal, etc.)

3

Set Enrollment Trigger

Choose when objects should enter the workflow (e.g., "When contact is created")

4

Add Association Mirror Action

Click the "+" button and search for "Association Mirroring" in the actions list

4

Configure Association Mirror Action

Configuration Fields

Target Object Type

Choose which type of object to mirror associations to (e.g., "Contact", "Deal", "Company")

Target Object ID

Specify the ID of the target object. Use workflow tokens for dynamic values.

Operation Type

Choose how to handle associations:

  • • Sync: Mirror exactly (add missing, remove extras)
  • • Add: Only add missing associations
  • • Remove: Only remove matching associations

Association Types

Leave empty to mirror all associations, or specify types to filter

Example Configuration

Target Object Type: Contact
Target Object ID: {contact.hs_object_id}
Operation Type: Sync
Association Types: (empty)
This configuration will sync all associations from the enrolled object to the specified contact.
5

Common Use Cases

Deal → Contact Sync

When a deal is created, copy all contact associations from the related company.

Workflow: Deal-based
Trigger: Deal is created
Target Object Type: Contact
Target Object ID: {deal.associations.company}
Operation: Add

Company Merger

Transfer all associations from one company to another during mergers.

Workflow: Company-based
Trigger: Company status = "Merged"
Target Object Type: Company
Target Object ID: {company.target_company_id}
Operation: Sync
6

Test Your Workflow

Test Your Setup

  1. Save and turn on your workflow
  2. Create a test object that meets your enrollment criteria
  3. Check that the object enters the workflow
  4. Verify that associations are mirrored correctly
  5. Check your dashboard for execution logs

Success Indicators

  • ✓ Workflow action completes without errors
  • ✓ Target object shows new associations
  • ✓ Dashboard shows successful execution
  • ✓ Expected associations are created/synced

Need Help?

Our support team is here to help you get the most out of Association Mirror.

Email Support Go to Dashboard